Joseph Hamad is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Creative Planning since 2023. Prior to this, he worked for nine years at Empower Advisory Group. He holds Series 63, 65, and 66 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets through over 1,100 advisors.

Colleen Maldonado is a CFP® with 19 years of industry experience, currently serving at Creative Planning since 2018. Prior to this, she worked at TIAA-CREF and the University of Arizona Foundation. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, alongside supplementary active management and private market investments.

Mckenzie Johnson is a financial advisor at Creative Planning with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Lockton Investment Advisors, Lockton Financial Advisors, Lockton Companies, Kestra Financial Services, Principal Life Insurance Company, and Princor Financial Services. Johnson has been with Creative Planning since 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, alongside selective private market exposure and institutional retirement plan services.

Klint Armitstead is a financial advisor at Creative Planning with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including New York Life Insurance Company and Colorado Retirement Association. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing and selective private market exposure, managing over $295 billion in client assets.